Jim Roberts Investment Advisors LLC
Jim Roberts Investment Advisors LLC (CRD# 169219) is a financial advisory firm headquartered in Saint Joseph, MI. They manage $37,925,422 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jim Roberts Investment Advisors LLC
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$252,836
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Jim Roberts Investment Advisors LLC
No Advisor Found.
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